Melrose Results Presentation Deck

Keeping pace with the faster than expected conversion to electric vehicles Melrose 5. Electrification: Being won at margins consistent with the Automotive higher margin target Buy Improve Sell 1. ■ BEV & FCEV¹ ■ Full hybrid ICE¹ & Mild hybrid Automotive 2021 lifetime business wins 35% 15% 50% Won at terms consistent with the Automotive higher margin target Half of lifetime business wins in 2021 were for either pure electric or full hybrid platforms, 35% on pure electric vehicles (BEV & FCEV)¹ and 15% on full hybrid vehicles Importantly, share gains are being achieved at terms consistent with the business' higher margin target, driven by premium core product becoming more in demand in the electrification transition Internal combustion engine (ICE), battery electric vehicle (BEV), fuel cell electric vehicle (FCEV) 12

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